Finance Assistant (level 3 Aat Apprentice)

Bmat Education · Competitive · Harlow
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The Finance Assistant will be responsible for:

  • Assisting the Cluster Finance Lead with operating and monitoring school budgets, ensuring safe receipt and handling of cash and effective operation of the schools cashless electronic payment system
  • Completing administrative routines relating to orders, invoices, income and the receipt of goods and services


  • Establish and maintain good relationships with all colleagues, suppliers and contractors
  • Provide efficient finance and administration assistance to staff
  • Be responsible for maintaining and updating information held on the Trusts finance databases, those relating to recording expenditure and income, information, accessing and producing reports for budget holders
  • Assist in transferring data safely when database systems are introduced and/or changed
  • Be responsible for setting up and maintaining of archive files and historical data
  • Be responsible for the preparation of statistics and management information regarding finance as required by the CFO, Cluster Finance Lead, Headteacher, and Auditors, including end of year accounts
  • Process orders ensuring sufficient funds are available beforehand, record delivered goods and process invoices
  • Process payments following required authorisation; ensure payments are signed by relevant signatories
  • Arrange credit card payments in line with Financial Regulations, ensuring required receipts and signatories are obtained for all purchases
  • Ensure the safe receipt, handling and banking of monies and cheques received
  • Monitor the schools electronic payment collection system to ensure procedures for avoiding or recovering debt are followed by school staff
  • Provide assistance to staff with regard to financial issues, for example, placing and following up orders, advising on best value, providing details of alternative suppliers
  • Liaise with suppliers, contractors, other schools and organisations, budget holders and attend to queries as required
  • Contribute to the evaluation and development of financial systems and procedures
  • Report technical faults relating to the school database system/s and equipment to the IT Technicians in accordance with school reporting procedures


  • Ensure that all administrative duties, checks, and documentation are completed to the required level of accuracy including returns and reports
  • Process, input and extract data held on the schools finance database
  • Maintain both manual and computerised record and filing systems in line with audit requirements such as the authorised signatories list, invoices
  • Deal with correspondence promptly and as required including distribution of invoices received, payment queries, communications received from suppliers, contractors, and school staff

Full driving licence and access to own vehicle to travel to other sites within the Trust.

  • Ability to use a range of office equipment (e.g. photocopier, switchboard etc)
  • Good working knowledge of Microsoft applications
  • Effective communication skills both oral and written
  • Demonstrate tact and sensitivity in contentious situations
  • To be welcoming and calm
  • Excellent reading and writing skills
  • Good numeracy skills
  • Maintenance of confidentiality
  • Understanding of child protection and safeguarding policies and procedures (desirable)
  • Knowledge of relevant codes of practice and school policies (desirable)

Personal qualities

  • Work effectively as part of a team
  • Work calmly under pressure
  • Effective time management
  • To be flexible
  • Follow instructions accurately
  • Ability to prioritise work effectively
  • Meeting deadlines imposed internally
  • Use own initiative and work independently
  • Accuracy and attention to detail

Desired qualifications

  • Clear enhanced DBS (DBS is paid for by BMAT Education for successful applicant)
  • Full driving licence and access to own vehicle to travel to other sites within the Trust
  • Minimum of C/4 grade (GCSE) for English and maths or equivalent i.e. Level 2 functional skills pass
  • Level 2 AAT and / or equivalent experience

Future prospects

Opportunity to progress onto Level 4 AAT / permanent contract once Level 3 AAT is achieved.

Things to consider

Essex County Council is committed to safeguarding and promoting the welfare of children and vulnerable adults, and expects all employees and volunteers to share this commitment. Full driving licence and access to own vehicle to travel to other sites within the Trust.

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